Richard W. Paul & Associates’s Vanguard Total Bond Market BND Stock Holding History

Richard W. Paul & Associates’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-655	Closed	-$47.1K	–	356
2024 Q4	$47.1K	Hold	655	–	–	0.02%	211
2024 Q3	$49.2K	Hold	655	–	–	0.02%	213
2024 Q2	$47.2K	Sell	655 -9	-1%	-$645	0.02%	212
2024 Q1	$48.2K	Buy	664 +21	+3%	+$1.52K	0.02%	217
2023 Q4	$47.3K	Buy	643 +3	+0.5%	+$212	0.02%	218
2023 Q3	$44.7K	Buy	640 +8	+1%	+$571	0.02%	211
2023 Q2	$46K	Sell	632 -4	-0.6%	-$293	0.02%	227
2023 Q1	$47K	Hold	636	–	–	0.02%	222
2022 Q4	$45.7K	Buy	+636	New	+$45.6K	0.02%	222

Other funds holding BND

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Richard W. Paul & Associates's BND Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Vanguard Total Bond Market (BND) in Q1 2025, closing a stake of 655 shares — an estimated $47.1K sold.

Richard W. Paul & Associates first reported a position in BND in Q4 2022 and held it in 9 quarters. The position peaked at $49.2K in Q3 2024. 1,609 funds tracked by Wall St. Rank hold BND as of Q1 2025.

Richard W. Paul & Associates reported no remaining Vanguard Total Bond Market position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 655 Vanguard Total Bond Market shares in Q1 2025, an estimated $47.1K.
Richard W. Paul & Associates first reported a position in Vanguard Total Bond Market in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's Vanguard Total Bond Market position peaked at $49.2K in Q3 2024.
1,609 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.